Dashboard Groups

Dashboard groups let you control which dashboards each user can see. They’re useful for separating concerns between teams, departments, or clients.

What are dashboard groups?

Dashboard groups are collections that connect users to dashboards.

When a user is assigned to a group:

• They can see all dashboards in that group
• Their role determines what actions they can take

How dashboard groups work

Access model

User ← Dashboard Group → Dashboard

1. Create a dashboard group (e.g., “Sales Team”)
2. Add dashboards to the group
3. Assign users to the group
4. Users can now see those dashboards

Without dashboard groups

• Users see all dashboards (limited by role)
• No segmentation or privacy between teams
• All data visible to all users

With dashboard groups

• Users only see dashboards in their groups
• Data is segmented by team or purpose
• Privacy maintained between groups

Creating dashboard groups

Step 1: Access dashboard groups

1. Click Company in the main sidebar
2. Select Dashboard Groups
3. Click + New Group

Step 2: Configure the group

Field	Description
Name	Group identifier (e.g., “Sales Team”)
Description	Optional notes about the group
Dashboards	Select which dashboards belong to this group
Users with Access	Select which users can view dashboards in this group (optional)

Step 3: Save

Click Create to save the new group.

Managing groups

Adding dashboards to groups

There are two ways to add dashboards to a group:

From the dashboard:

1. Open the dashboard you want to add to a group
2. Click the Edit (pencil) icon in the dashboard header (top-right)
3. The dashboard settings panel will appear on the right side
4. Scroll down to Dashboard Permissions Groups
5. Select one or more groups from the dropdown
6. Changes save automatically

From the dashboard groups page:

1. Click Company → Dashboard Groups
2. Click on the group you want to add dashboards to
3. Click Add Dashboard
4. Select the dashboard from the list
5. Save changes

Adding users to groups

There are two ways to add users to a group:

From the dashboard groups page:

1. Click Company → Dashboard Groups
2. Click + New Group to create a new group, or click an existing group to edit it
3. In the dialog, find the Users with Access dropdown
4. Select the users who should have access to this group
5. Save changes

From the users page:

1. Click Company → Users
2. Find and click the user to edit
3. In the user details panel, look for Dashboard Groups
4. Select the groups this user should belong to
5. Save changes

Removing dashboards/users

From the dashboard groups page:

1. Click Company → Dashboard Groups
2. Click on the group
3. Find the dashboard or user to remove
4. Click the Remove button or X icon
5. Confirm the removal
6. Changes apply immediately

From the dashboard:

1. Open the dashboard
2. Click the Edit (pencil) icon in the header
3. The dashboard settings panel will appear on the right side
4. Scroll down to Dashboard Permissions Groups
5. Deselect the group from the dropdown
6. Changes save automatically

Common patterns

By department

Create groups for each department:

• Sales Team
• Operations Team
• Finance Team
• Executive Team

Each team sees only their dashboards.

By client (resellers)

For multi-tenant scenarios:

• Client A
• Client B
• Client C
• Internal

Keep client data completely separate.

By access level

Layer access levels:

• All Employees (basic dashboards)
• Managers (additional insights)
• Executives (full visibility)

Users can be in multiple groups for cumulative access.

By project

Temporary project-based access:

• Project Alpha Team
• Project Beta Team

Remove when project completes.

Multiple group membership

Users can belong to multiple groups:

• They see dashboards from all assigned groups
• Permissions are cumulative, not restrictive

Example:

• User is in “Sales Team” and “Managers” groups
• User sees all dashboards in both groups

Dashboard visibility rules

Dashboards without groups

• Visible to all users by default (not just admins)
• If you want to restrict access, assign the dashboard to specific groups
• Admins can always see all dashboards

Dashboards in multiple groups

• Visible to users in any of those groups
• Same dashboard content shown to all

Admin access

• Admins can see all dashboards regardless of groups
• Helps with troubleshooting and management

Best practices

Naming conventions

Use clear, consistent names:

• “Sales - West Region”
• “Client: Acme Corp”
• “Internal: HR Reports”

Description usage

Document the group purpose:

• Who should be in this group
• What dashboards it contains
• When it was created and why

Regular audits

Periodically review:

• Remove inactive users
• Archive unused groups
• Verify assignments match current needs

Avoid over-complication

• Don’t create too many groups
• Keep the structure understandable
• Balance security with usability

Integration with roles

Dashboard groups work with roles:

Role	Group effect
Admin	Sees all dashboards (groups optional)
Staff	Sees dashboards in assigned groups
Member	Sees dashboards in assigned groups

ShareLinks are external access links, not a user role, so they are managed separately from Dashboard Groups.

Remember:

• Role = what you can do
• Group = what you can see

Troubleshooting

User can’t see a dashboard

1. Open the dashboard and click the Edit (pencil) icon
2. The dashboard settings panel will appear on the right side
3. Check the Dashboard Permissions Groups section
4. Verify the user is in at least one of the selected groups
5. If no groups are selected, the dashboard is visible to all users
6. Confirm the user has the correct role permissions

User sees too many dashboards

1. Review their group memberships at Company → Users
2. Remove from unnecessary groups
3. Check if they’re an Admin (sees everything)
4. Ensure dashboards are assigned to specific groups to restrict access

Dashboard appears empty

• User can see dashboard (in the group)
• But underlying data may be restricted
• Check data source permissions

Changes not applying

• Ensure changes were saved
• User may need to refresh their browser
• Check for browser caching
• Dashboard visibility updates immediately for all users

Related topics

• User management
• Roles & permissions
• Sharing dashboards